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Bell Bank’s Sun Life Financial SLF Stock Holding History

Bell Bank’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,116
Closed -$316K – 130
2015
Q4 		$316K Sell
10,116
-29,613
-75% -$977K 0.23% 84
2015
Q3 		$1.28M Sell
39,729
-370
-0.9% -$12K 1.02% 20
2015
Q2 		$1.34M Sell
40,099
-2,284
-5% -$75.3K 0.99% 24
2015
Q1 		$1.31M Buy
42,383
+3,529
+9% +$113K 0.92% 26
2014
Q4 		$1.4M Buy
38,854
+1,490
+4% +$53.3K 0.96% 21
2014
Q3 		$1.35M Buy
37,364
+731
+2% +$27.5K 0.97% 19
2014
Q2 		$1.34M Buy
36,633
+1,414
+4% +$48.7K 0.95% 19
2014
Q1 		$1.22M Sell
35,219
-4,822
-12% -$166K 0.81% 28
2013
Q4 		$1.42M Sell
40,041
-7,285
-15% -$248K 0.73% 30
2013
Q3 		$1.51M Sell
47,326
-1,783
-4% -$56.7K 0.53% 79
2013
Q2 		$1.46M Buy
+49,109
New +$1.4M 0.51% 82

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bell Bank's SLF Position: Q1 2016 in Review

Bell Bank sold out of Sun Life Financial (SLF) in Q1 2016, closing a stake of 10,116 shares — an estimated $316K sold.

Bell Bank first reported a position in SLF in Q2 2013 and held it in 11 quarters. The position peaked at $1.51M in Q3 2013. 251 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

  • Bell Bank reported no remaining Sun Life Financial position as of Q1 2016 after selling out during the quarter.
  • Bell Bank sold 10,116 Sun Life Financial shares in Q1 2016, an estimated $316K.
  • Bell Bank first reported a position in Sun Life Financial in Q2 2013 and held it in 11 quarters.
  • Bell Bank's Sun Life Financial position peaked at $1.51M in Q3 2013.
  • 251 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on Bell Bank's 13F filing for Q1 2016, filed 12 May 2016.